Associate - Financial Planning & Analysis

Job Description

Associate - Financial Planning & Analysis

Guggenheim Securities

As Guggenheim Securities continues to grow and elevate its functional capabilities, the FP&A team is expanding through a newly created Associate role. The role will report to the Head of FP&A, serving as a key member of the Finance team responsible for financial and operational reporting, forecasting, and planning. The FP&A Associate will partner closely with business leaders across the firm to deliver insightful financial analysis and operational metrics that drive strategic decision-making.

The successful candidate will play a critical role in enhancing our FP&A capabilities through improved reporting processes, advanced analytics, and actionable business insights.

• Support the annual planning process, long-term financial forecasting, and monthly close cycles
• Contribute to the implementation and maintenance of actuals reporting and rolling forecasts, both on a Management and GAAP basis
• Prepare executive-level reporting materials and presentations that clearly communicate financial results and business trends
• Build and maintain financial models, including regulatory capital projections and balance sheet analysis
• Participate in special projects including strategic initiatives and Finance transformation efforts
• Collaborate with cross-functional teams to identify opportunities for process improvement and operational efficiency
• Support the modernization of financial reporting infrastructure through system optimization and automation

• Strong analytical and problem-solving skills with ability to translate complex data into actionable insights
• Demonstrated ability to work collaboratively across functions and influence stakeholders at various levels
• Excellent organization, time management, and communication skills (both written and verbal)
• High attention to detail with commitment to delivering quality work product
• Self-motivated with desire to take ownership of projects and drive continuous improvement
• Proficient in Microsoft Office suite, particularly advanced Excel and PowerPoint skills
• Experience with Workday and Adaptive Planning systems preferred
• Undergraduate degree in Accounting, Economics, or Finance, or related field. CMA, CPA, or MBA degrees preferred
• 3-5 years of progressive experience in FP&A or related finance roles
• Prior experience in financial services industry is a plus

• Currently, this role is expected to be in the New York office at least 3 days per week.

• Annual base salary between $115,000 – $130,000.
• The base salary range represents the low and high end of the anticipated base salary range for this position. Actual base salaries may vary depending on factors such as location and experience. The range listed reflects base salary only, and the total compensation package may include other components such as incentive compensation.

Guggenheim Securities is the investment banking and capital markets business of Guggenheim Partners, a global investment and advisory firm. Guggenheim Securities offers services that fall into four broad categories:
Advisory, Financing, Sales and Trading, and Research. Guggenheim Securities is headquartered in New York, with additional offices in Chicago, Boston, Atlanta, San Francisco, and Houston.

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Guggenheim Securities, LLC (“GS”) does not accept unsolicited resumes or applications. GS considers any resume or application to be unsolicited if (a) received from an entity or individual without a current recruiting agreement with GS or (b) submitted to anyone at the firm other than through the process set forth in the recruiting agreement between GS and the submitting entity or individual, and GS will not pay a fee to any entity or individual for such submission.